Keep It Simple Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keep It Simple Financial Planning is a state-registered independent advisory firm that serves individuals and couples—particularly those approaching or in retirement—high-net-worth individuals, and employer plan sponsors. The firm offers comprehensive financial planning, ongoing discretionary portfolio management, and an advice-only ongoing planning option in which clients retain custody and implement recommendations themselves.
The firm’s investment approach is predominantly passive, constructing diversified portfolios with index mutual funds and exchange-traded funds and performing periodic monitoring and rebalancing under discretionary mandates for AUM clients. In addition to individual retirement-focused planning, the firm provides pension and employee-benefit consulting to plan sponsors (including plan structure review, investment option oversight, and participant education) and conducts educational seminars and speaking engagements for organizations and the public.
What is atypical for a solo independent adviser of this size is the combination of ongoing employee benefit plan services and a formal seminar/wealth-education program alongside traditional individual planning and portfolio management. The firm manages roughly $71 million for fewer than 100 clients, recommends custodians including Schwab and an advisor platform that participates in the Betterment Advisor Network (a referral and platform relationship the firm discloses), and maintains written policies on custody reporting, block trading, and platform-related conflicts.
Client services
Expertise
Demographic focus
Fee options
Fixed financial planning fees generally range from $4,000 to $10,000; ongoing advice-only planning fees are flat annual fees ranging from $9,000 to $25,000.
$0 - $1,000,000: 1.25% $1,000,001+: .80%
Hourly financial planning fees range from $250 to $500 per hour, depending on the scope and complexity.
Minimum fee: Minimum annual fee of $12,000 for Ongoing Advisory and Investment Management Services. Fee-only: Fixed fees for Financial Planning Services typically range from $4,000 to $10,000; Ongoing Financial Planning Services (Advice-Only) flat annual fees range from $9,000 to $25,000; Hourly fees range from $250 to $500 per hour.
Main office
134 S. Glassell St., Suite E
Orange CA 92866
Advisors at this office
1
Most active in
California · Colorado · Florida · New York · Texas
Also doing business as
Hamilton, Jason John · Keep It Simple Financial Planning · Kis Fee Only Financial Planning · Kis Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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